Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 23.08%
 

Bank of America, founded in 1904 as the Bank of Italy by Amadeo Giannini to serve immigrants in San Francisco, is now one of the largest financial institutions in the world, headquartered in Charlotte, North Carolina, following its 1998 merger with NationsBank. It provides a broad spectrum of services, including consumer banking, wealth management (through its Merrill division), commercial banking, and investment banking, managing trillions in assets and serving millions of customers globally.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$524B
AUM Growth
-$69.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,885
New
Increased
Reduced
Closed

Sector Composition

1 Technology 9.1%
2 Healthcare 7.98%
3 Financials 7.97%
4 Industrials 6.14%
5 Consumer Discretionary 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3626
$1.13M ﹤0.01%
52,973
-88,405
3627
$1.13M ﹤0.01%
44,709
-21,982
3628
$1.13M ﹤0.01%
100,876
-14,556
3629
$1.13M ﹤0.01%
87,675
+13,782
3630
$1.13M ﹤0.01%
45,547
+26,896
3631
$1.12M ﹤0.01%
62,811
-9,001
3632
$1.12M ﹤0.01%
111,105
+16,988
3633
$1.12M ﹤0.01%
97,200
+5,675
3634
$1.12M ﹤0.01%
41,056
+9,075
3635
$1.11M ﹤0.01%
71,843
-8,585
3636
$1.11M ﹤0.01%
39,416
+39,317
3637
$1.11M ﹤0.01%
30,901
+11,542
3638
$1.11M ﹤0.01%
+51,947
3639
$1.11M ﹤0.01%
67,509
-80,646
3640
$1.11M ﹤0.01%
279,276
-107,315
3641
$1.11M ﹤0.01%
84,784
+72,816
3642
$1.1M ﹤0.01%
42,838
-75,401
3643
$1.1M ﹤0.01%
59,103
-175,731
3644
$1.1M ﹤0.01%
364,702
+122,649
3645
$1.1M ﹤0.01%
119,265
+46,970
3646
$1.09M ﹤0.01%
85,457
-28,465
3647
$1.09M ﹤0.01%
123,903
-18,253
3648
$1.09M ﹤0.01%
63,731
+42,722
3649
$1.09M ﹤0.01%
149,250
+68,894
3650
$1.09M ﹤0.01%
60,019
-102